Kevin Peyson Email & Phone Number

WHAT WE DO: Helping Financial Advisors prospect, win & retain business in a rapidly changingenvironment by providing differentiated, successful strategies through key industry insights,business development ideas, and growth strategies.WHO WE HELP: At Customplan Financial, we believe in empowering and creating independentadvisors. We’re partnered with over 150 Advisors across Saskatchewan.WHAT MAKES US DIFFERENT - Our team has been working with 150 advisorsfor over 20 years. We are constantly updating our resources to find industry-leadingideas that advisors can use in their practice to provide unparalleled value through numerous industryconnections, stories to help you sell and navigate ever-changing markets.WHY WORK ADVISORS WORK WITH US - Customplan Financial Advisors Inc is an independentorganization, operated by its advisors. We think of ourselves as a Producer Group rather than anMGA. A place where peers use and share their expertise to assist one another to achievehigher maximum success. Reputed to be a "boutique” MGA, Customplan proudly maintains itsreputation in the delivery of education, training and business practice. We value the personal touchwith our advisors, providing them with a comfortable professional business environment. We trulyare the solution for Independent Advisors in Saskatchewan.GET IN TOUCH:Reach out to me peysonk@customplanfinancial.com or at 306-352-1002Want to learn more? https://calendly.com/peyson-ins/discovery-call